Getting Started With DD Tech

Getting started with DD Tech

This article will take you through the steps required to start using DD Tech.

Step 1: Configure the integration

Autotask

For Autotask you need to create an API resource and add it to your admin console under General Configuration > Integration.

ConnectWise

You need to have both types of integrator credentials entered into your admin console under General Configuration > Integration. You can check out the following articles to get an idea on how to do that:

Step 2: Configure board/queue security

This is a crucial step as you will not be able to login to DD Tech without this.

Autotask

You can do this on the admin console under Resource Security. Make sure to only select the queues you want to be visible inside DD Tech, otherwise you will end up with a lot of clutter when you start using DD Tech to search your tickets. You can also configure queues and companies on specific resources under Maintain Resources. This is useful if you have resources that work off different queues.

ConnectWise

You can do this on the admin console under Member Security. Make sure to only select the boards you want to be visible inside DD Tech, otherwise you will end up with a lot of clutter when you start using DD Tech to search your tickets. You can also configure boards and companies on specific members under Maintain Members. This is useful if you have members that work off different boards.

Next Steps


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